Related articles

Viewing, Creating, and Editing Tasks

Every Task you place through PlanGrid is automatically synced back to the cloud for easy reference from your project’s Tasks Log at www.plangrid.com. We automatically record the user who created the stamp, the date it was placed on a sheet, who it's assigned to, and any photos that have been added to the stamp. Task stamps can be added via our mobile apps or the website, either to a sheet or from the tasks log.

1. Open your project on plangrid.com, and go to the Tasks tab, followed by clicking the Tasks Sub-Tab, as shown below.

2. Click on "Create Task"

3. Fill all necessary fields, and click on "Create Task"

Sheetless Tasks

1. Open your project, go to the tasks log. Click on "New Task"

iOS Android

Windows

2. Tap into any of the fields to begin editing and add any necessary info/photos. Your information will be automatically saved.

iOS Android Windows

On a sheet

1. Open a sheet, click the Task icon in the markup toolbar, and choose a stamp from the menu that appears.

2. Click your plan where you want to place the stamp, and fill in the details and add a photo if needed. Click "done" once you finish.

On your mobile device

On a sheet

1. Tap the task icon on the markup toolbar, and choose the appropriate stamp.

iOS Android Windows

2. Choose the appropriate stamp, and place the stamp on the sheet by tapping on the preferred location of any part of the sheet.

3. Tap into any of the fields to begin editing and add any necessary info/photos. Your information will be automatically saved.

iOS Android Windows

4. To add a picture, tap "Add photo". You can take pictures with your device's camera, or upload from your camera roll or photo gallery. To add additional photos, simply click on the existing photo and use your camera to take a picture, or choose one from the gallery or camera roll. To learn how to markup task photos, go here.

iOS Android Windows

Editing Tasks

1. To edit a single stamp on a sheet, click the task stamp, and then click the "Edit" button.

2. In edit mode, you will be able to modify all the stamp fields, change the status in the upper right corner, and add pictures by clicking "Add" at the bottom.

Editing on the Sheet on the Mobile App:

1. To edit any of your tasks on the mobile app, tap the stamp on the sheet to open the detail view again. On Android, tap the stamp, and then choose the 'pencil' icon at the bottom of the screen to edit.

2. Tap into any of the fields to begin editing.

iOS

Android

3. To add a picture, tap "Add" to add a photo from your camera roll. If you want to take a new photo with your device, you can click that "Camera" button. Please see below for the Android detail.

Android

4. To edit the stamp title or 2 character code, open the Task details, and then tap on Stamp field to change it. The screenshots below will show you were to also edit the title of the Task, if need be.

iOS

Android

iOS

Editing From the Task Log on Web:

1. Click on the Tasks icon to access the Tasks Log, and then cick the "Tasks" Sub-Tab.

2. Select the item(s) you wish to edit. From there, the pane will automatically open on the right hand side, no need to click 'edit' at the top for this.

3. From here, you may edit any of those fields, followed by hitting “Save Changes”.

For more on which users can edit, please refer to the editing tasks section above.

To access the full sheet with the task detail, click “View Task on Sheet”. This will lead you to the sheet with the Task Details on the right hand side.

You can also access the general page that the Task is linked to by clicking the sheet number towards the end of the task row.

Editing From the Task Log on the Mobile Device

1. First, open the project on your device, and tap the bottom Tasks icon from the grid view of sheets (to view all stamps in the project), or while viewing a single sheet (to see only stamps on that sheet).

​

iOS

Android

2. From the tasks log, tap the task you wish to edit. You can use the search options to bring up specific items.

iOS

Android

3. Next, tap into a field to begin editing. To leave comments, tap "Comments" on iOS, or the speech bubble icon in the upper right corner on Android. To view the tasks history, tap "History" on iOS near the bottom, on Android, click the "History" button near the bottom of the editing area.

iOS

Android

Understanding and Viewing Task Statuses

When the status of your stamp changes, its appearance on your sheet and in the Tasks Log will change to help you keep track of progress.

Statuses (clockwise, from the top left)

Open (solid border)

In Review (hashed border)

Pending (hashed border and strikethrough)

Closed (solid border and strikethrough)

Color Coding Task Stamps

Color coding your task stamps is a great way to simply and visually locate tasks, assign them, and communicate with your team.And the best thing is, it's totally customizable!Develop your own color coding system and work smarter, not harder.

1. As with all markups, to choose a color, just tap on the color palette tool to select among eight different colors.

2. Place your stamp as usual using the check icon; it will appear in the color you selected. To change the color of an existing task stamp, tap on the top right arrow of the toolbar, and then choose the stamp you want to edit, and then click the color palette to change the color. (On iOS, tap the stamp to select, then choose "Move" before selecting the new color.)

The task stamps remain color coded in all views of the application.

Copying Tasks

You are able to copy a Task on our mobile platforms. This will copy over all fields entered, as well as the photos. Upon clicking on a single Task, a Copy button should appear for you to tap on.

On Android, the copy button will appear at the bottom as a "copy" image, shown below.

Tap on any desired area to paste. You will see an option to simply "Paste" or "Paste in Place" - Pasting in place will drop it in the same position on the sheet, as it was in it's last sheet. If you have photos included in Tasks, please be sure to see the notes added below this section.

Copying Multiple Tasks

To copy Multiple Tasks, please click on the "Multi-Select" tool at the top of the toolbar, shaped as a finger.

For Android, the toolbar will be at the bottom, with the same "Multi-Select" tool.

From there, keep your finger placed down and drag through the intended tasks, and hit "Copy"

Photos with Copied Tasks:

• You now have the option on all mobile platforms to include or exclude the photos, when copying.

• When copying Tasks on iOS to a different projects, photos are currently excluded. If you'd like to keep photos when copying to another project, please use either Windows or Android.

Comments

0 comments

Article is closed for comments.

Used on over 1 million projects around the world, PlanGrid is the first construction productivity software that allows contractors and owners in commercial, heavy civil, and other industries to work and collaborate from anywhere.